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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
Branch Locations
2435 N Central Expy Ste 915, Richardson, TX 75080-2753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockheed Martin | Arlington | TX | 05/2023 | 09/2023 |
| Cvs | Wylie | TX | 04/2021 | 08/2021 |
| Sonic Drive In | Allen | TX | 03/2019 | 08/2020 |
| Zero Degrees | Plano | TX | 06/2018 | 08/2018 |
| Fortune House | Irving | TX | 01/2023 | 03/2023 |
| Unemployed | Wylie | TX | 09/2018 | 02/2019 |
| Unemployed | Wylie | TX | 09/2021 | 12/2022 |
| Unemployed | Wylie | TX | 09/2020 | 03/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2023 | 04/2024 |
| Robinhood Markets, Inc. | Westlake | TX | 10/2024 | 01/2025 |
| Unemployed | Wylie | TX | 04/2024 | 10/2024 |
| Wylie High School | Wylie | TX | 08/2016 | 05/2020 |
| Ameriprise Financial Services, Llc | Richardson | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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